Quarterly and annual reporting can be time consuming and stressful. For our public companies, help is on the way with our new earnings per share report! You can now calculate your company’s basic and diluted earnings per share faster than ever.

To access this report, navigate to the Reports page and search for Earnings per share worksheet under the Compliance section. Be sure to enter the start and end dates of the fiscal period, then export the report.

For convertible notes, we previously used the same field to reflect “Interest last accrued” and “Interest accrual end date.” This was confusing since these two fields can be different dates. We have separated these fields and added tooltips into the details modal of the convertibles to help make the distinctions between these fields clearer.

Interest last accrued: the last date that interest was collected for a convertible. In Carta, this is a calculated date that changes depending on the terms that are set for the convertible and the amount of time that has passed. This can only be viewed in the details modal of the convertible.

Interest accrual end date: a date that can be modified by company administrators and will stop the interest from accruing based on the date set. This will override the maturity date if one is set. Interest accrual end date can be viewed in details modal of the convertible and edited by legal administrators through the modify workflow.

We made it easier for investors to manage closing documents for their investments on Carta. You can now upload closing documents for all your investments and view them in one place. Access closing documents from the “Documents” tab of your portfolio company page.

For investors with Carta companies in their portfolio, you will continue to have the ability to request and receive documents from your portfolio companies.

Have you started using Carta to manage documents for your portfolio companies? If so, send us feedback to investorservices@carta.com

As a Carta fund administration customer, you can now share your SOI, Deal IRR and Fund performance pages with your investors in-app.

We’ve made it simple to enable sharing across your investors, while providing granular controls to fine-tune access per investor. At your option, our team can help manage sharing, so that your investors can always access information from the most recent quarterly reporting period.

After enabling sharing, this investor can login to see these new views (SOI, Deal IRR, & Fund performance) in their Carta account.

We hope this feature makes it easier than ever to keep your investors informed and engaged and we’d love to hear your thoughts! Don’t hesitate to reach out at investorservices@carta.com.

You can now model exits for portfolio companies on Carta with just a couple clicks! Instead of spending hours building complicated models in excel, with exit scenarios you can let Carta’s software do the heavy lifting and focus on interpreting the results.

Here are a couple of its best features:

Distributions: The distributions chart allows you to see a range of outcomes for your firm, top 5 shareholders, and share classes.

Goal seek: You may not have a specific exit event on the horizon for your portfolio company, but want to understand what outcome would be required to achieve a 10x return multiple, 30% IRR, or $100 million payout for your portfolio. The goal seek feature allows you to enter a desired outcome and the model will return the required exit value to achieve the outcome.

Save and share:
Once you have created an exit scenario, you are able to save and share with other members of your team.

This update is rolling out to all Portfolio Insights and ASC820 customers today, log in and check it out! Send us your feedback to investorservices@carta.com

We know things like post-money valuation, option pool remaining, and cash invested are some of the most important metrics to have top of my mind when going to board meetings, discussing follow on investments, and reviewing your portfolio. We added an ownership metric card to your Overview tab so you can quickly view these key facts about your investments.

Thank you to the people who have been part of our user research and inspired parts of this feature! We always enjoy talking to our users, please send any feedback to investorservices@carta.com.

We are now running ISO/NSO split calculations after you modify fields that could affect the status of a grant according to the $100K rule under IRC §422(d)(1-3).

If you modify name, email, grant date, option plan, or quantity for an option grant, we will notify you that that the status may change before you save. After the modification is saved, we will run the calculation and send an email to the user that made the modification if the ISO/NSO status changes.

Have you ever received a performance update from a portfolio company and thought, “this number is interesting, but how does this stack up against the forecast the team presented in January?” Portfolio Insights customers can now see how a portfolio company has forecasted and re-forecasted values through time for Revenue, Cash, EBITDA, and ARR/ MRR.

To access this feature, navigate to the Key Metrics tab of your portfolio company page and click on the “Forecasts” sub-tab.

The rows are the different statements of forecasted data by period and the last row shows actuals.

Will you use this feature to compare actuals to forecasts? Send us feedback at investorservices@carta.com.

Company administrators can now customize the column headers on the options security ledger. Selections will be saved until modified or the browser’s cookies are cleared.

We are working to add this feature to other ledgers! Please send any feedback to allie@carta.com - we would love to hear from you as we build this out.

As a Carta fund administration customer, you now have access to real-time investment and fund performance data in your Carta account.

You can now review up-to-date information on all your active investments on the SOI page.

The new Deal IRR page allows you to view granular performance data across all your investments.

Finally, our Fund Performance page provides you with higher-level metrics, including the net calculations highly valued by LPs.

We’d love to hear your thoughts! Don’t hesitate to reach out at investorservices@carta.com.